About Wealth Guru
Client First
Wealth Guru Financial Services exists for a very simple reason: to help our clients achieve their goals. Perhaps never before has trust been so important in financial relationships and yet never has it been so frequently broken. We understand the high degree to which our clients depend on us to do what is right for them, and we believe that we are legally and morally bound to keep their needs first.
Attention to Detail
As with many things in life, the trend in financial services is toward automation. We appreciate the necessity to do business more efficiently but believe that our clients’ futures are too important to set on autopilot. Our plans are created, implemented, monitored and explained by people.
Price is what you pay, value is what you get. Our commitment to our clients is that the fee they pay is transparent and reasonable. Our hope is that the value received over time will far exceed the price paid.
Value
Wealth Guru Financial is an employee-owned, Indiana-based firm. Because we are not captive to a large company, we have access to a wide menu of products and strategies. This independence allows us to objectively weigh potential investment options for our clients.
Independance
Wealth Guru Financial’s greatest strength is its people. Our staff has over 30 years of combined experience in financial planning and investments and includes practitioners holding the Certified Financial Planner, Chartered Financial Analyst and Enrolled Agent designations.
OUR COMMITMENT
We are dedicated to helping you achieve your investment goals by providing personal attention and quality services.
Our Process
Getting Started
We conduct an initial complimentary meeting with a potential client to gather data, identify goals and determine how we can be of service. The individual or couple can then decide if they would like us to build a comprehensive plan, which we would present at a follow-up meeting. At that point, the prospective client may choose to engage us in an ongoing financial planning relationship.
Implementation
Most clients choose to have us implement the financial plan we have created for them (though this is not required). This entails signing an Investment Management Agreement, setting up brokerage accounts and transferring assets. We manage the entire process, including filling out paperwork and making sure titles and beneficiaries are set in accordance with the proper legal documents.
Monitoring and Updating
When we implement a financial plan, it is just the beginning of our relationship with the client. We monitor and update the plan as the client transitions through the various phases of life (accumulation, education funding, retirement) and in response to changes in the tax code and investment landscape. Periodic face-to-face reviews are scheduled to evaluate the progress toward stated goals.
OUR PHILOSOPHY
HISTORY
To improve socioeconomic scenario of the society we are working as bridge.Group of entrepreneurs working with a ground level experience of more than 5 years.
MISSION
To offer life long service through appropriate partnership: With high quality of relevance applicability in life and work. Within the shortest possible time.
VISION
To develop world class and value based empowerment system and to enable individual developmental needs of the people by bridging the digital divide.
We have gained our customer trust through timely and effective service. The corner stone of our policy has been to build up relationships for a long-term on sustainable basis. We are constantly evaluating our performance and efforts, so that our service quality always remains competitive..
Join NowOUR LEADERSHIP
MAHESH PANDYA
Managing DirectorAt Wealth Guru, our talented pool of people comprises of qualified and experienced professionals with established track record.
RAKESH BHATIA
Wealth ManagerOur dynamic and visionary team of leaders instills in us the spirit of innovation and service attitude.
MAYUR PATEL
Techanology ManagerOur team futuristic vision, strong technical and technological expertise, leadership skills and market insight, they inspire us to deliver unique and tailor-made financial services.
BHAVESH KADIYA
IT ManagerOur human capital strength stands stronger professionals. We are always ready to serve our clients with extensive research and financial expertise.
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